Ep 37: The Story of Sue

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
06/02/2020 21 min Episodio 37
Ep 37: The Story of Sue

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Episode Synopsis

Sue is a recent widow and has gone through significant life and money transitions. Listen to Sue's unique story and learn why her financial concerns are likely the same as yours. And be sure to listen to why Sue refused to shake hands at the end of our initial meeting and what she did instead.
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